> For the complete documentation index, see [llms.txt](https://notara.gitbook.io/notara-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://notara.gitbook.io/notara-docs/connectors/attio.md).

# Attio

Read CRM records, notes, tasks, and pipelines from your Attio workspace — people, companies, deals, and any custom objects your team has defined.

## What It Enables

| Tool            | Capability | Description                                                                |
| --------------- | ---------- | -------------------------------------------------------------------------- |
| `list_objects`  | `read`     | List every object type in the workspace (people, companies, deals, custom) |
| `query_records` | `read`     | Query records for an object with optional filters and sorting              |
| `get_record`    | `read`     | Get all attribute values for one record                                    |
| `list_lists`    | `read`     | List pipelines and saved views (e.g. Sales Pipeline, Inbound Leads)        |
| `list_notes`    | `read`     | List notes on a record or across the workspace                             |
| `list_tasks`    | `read`     | List tasks linked to a record, with deadline and completion state          |

All tools are read-only. Call `list_objects` first — it returns the slugs that all other tools require.

## Setup

**Required:** Attio workspace API key

**Where to find it:** [app.attio.com → Settings → API](https://app.attio.com/settings/api)

1. In the Notara dashboard, go to **Tools**.
2. Click the **Attio** tile.
3. In Attio, go to **Settings → API** and create a new API key.
4. Paste the key into the credential field and click **Verify & Save**.

Your API key is encrypted at rest with AES-256-GCM.

## Example Prompts

> "What companies in Attio are in the Sales Pipeline stage 'Proposal Sent'?"

> "Show me the notes and open tasks on Acme Corp."

> "List all people records at companies with more than 500 employees."


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